Firm Information
Compensation
Fee-Only (AUM)Fixed/HourlyFirm Size
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Personal Wealth Management fees range from $1,500 to $30,000 per quarter, based on total wealth under advisement and complexity. Employer Retirement Plan fees vary depending on the plan type and assets. Investment Management fees for Trusts and Non-Profits are also tiered based on assets. Investment Consulting fees for Trusts and Non-Profits are flat amounts based on asset tiers, subject to a minimum fee of $6,250 per quarter and minimum assets of $5,000,000. Fees are exclusive of brokerage commissions and other related costs.
Areas of Practice
Advisor Information
Office location
30 S. 17th Street, Ste 1620, Philadelphia, PA, 19103
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Richard John DursoRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Richard has been the head coach of the Drexel University Women's Ice Hockey Team since 2001. He dedicates a few hours per week to this activity during the season, which runs from September to February.
Employment History
Current Registrations
Rtd Financial Advisors INC
Previous Registrations
TD Waterhouse Investor Services, INC.
State Registrations1 state
Exams